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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
AWM
5251
AllSquare Wealth Management
New York
$167M -$5.18M -3% 3.21% 62.4% 543 10.31%
SCM
5252
Sterneck Capital Management
Missouri
$167M -$2.51M -1% 3.88% 61.5% 112 13.39%
BCM
5253
Brookmont Capital Management
Texas
$167M -$22.6M -12% 9.16% 36.6% 61 6.56%
SIAG
5254
Signet Investment Advisory Group
Rhode Island
$166M -$9.59M -5% 1.12% 59.6% 86 3.49%
OCM
5255
Orion Capital Management
California
$166M -$9.84M -6% 6.07% 75.3% 428 17.52%
SIP
5256
Scott Investment Partners
United Kingdom
$166M +$6.05M +4% 1.74% 44% 44 0%
CCM
5257
Crestwood Capital Management
New York
$166M -$57.2M -26% 15.6% 203% 25 32%
RCC
5258
Red Cedar Capital
Nebraska
$166M -$9.45M -5% 3.61% 43% 177 6.21%
BSI
5259
Bennett Selby Investments
Maine
$166M -$7.14M -4% 8.82% 69.8% 70 27.14%
MSDF
5260
Michael & Susan Dell Foundation
New York
$166M +$27.4M +20% 9.71% 238% 5 40%
JHWEPV
5261
J.H. Whitney Equity Partners VII
Connecticut
$166M -$194M -54% 53.9% 407% 1 0%
DWMG
5262
DB Wealth Management Group
California
$166M -$3.13M -2% 4.09% 19% 402 32.84%
TCMP
5263
Thrive Capital Management (Pennsylvania)
Pennsylvania
$166M +$12.2M +8% 4.39% 58.2% 119 33.61%
MLIM
5264
Mountain Lake Investment Management
Florida
$166M -$43.5M -21% 36.4% 64% 30 30%
NFG
5265
Norris Financial Group
South Carolina
$166M -$113K -0.1% 2.19% 142% 109 44.04%
GIA
5266
G2VP I Associates
California
$166M -$13.6M -8% 7.57% 1 0%
CSB
5267
City State Bank
Iowa
$166M +$3.25M +2% 1.47% 72.5% 718 12.95%
TCB
5268
Texas Capital Bancshares
Texas
$165M -$1.77M -1% 3.91% 175% 91 17.58%
SSCM
5269
Summit Street Capital Management
New York
$165M +$4.95M +3% 3.25% 217% 32 3.13%
FNBOSM
5270
First National Bank of South Miami
Florida
$165M +$6K +0% 3.63% 35.2% 361 5.26%
TFA
5271
TPG Financial Advisors
Oregon
$165M +$2.01M +1% 4.9% 38 2.63%
LIP
5272
Lighthouse Investment Partners
Florida
$165M +$25.1M +18% 7.29% 96.2% 67 74.63%
FMB
5273
Field & Main Bank
Kentucky
$165M -$8.19M -5% 2.67% 107% 236 5.93%
SCM
5274
Solas Capital Management
Connecticut
$165M +$24.9M +18% 2.34% 62.5% 31 48.39%
FFC
5275
First Financial Corp
Indiana
$165M +$1.4M +0.9% 3.37% 88.3% 365 9.32%